Aurora Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,842
+3
| +0.2% | +$1.7K | 0.77% | 32 |
|
|
2025
Q1 | $945K | Sell |
1,839
-13
| -0.7% | -$6.68K | 0.75% | 32 |
|
|
2024
Q4 | $998K | Buy |
1,852
+8
| +0.4% | +$4.31K | 0.75% | 36 |
|
|
2024
Q3 | $973K | Buy |
1,844
+2
| +0.1% | +$1.06K | 0.76% | 35 |
|
|
2024
Q2 | $921K | Sell |
1,842
-12
| -0.6% | -$6K | 0.81% | 33 |
|
|
2024
Q1 | $890K | Sell |
1,854
-66
| -3% | -$31.7K | 0.77% | 37 |
|
|
2023
Q4 | $839K | Sell |
1,920
-10
| -0.5% | -$4.37K | 0.79% | 35 |
|
|
2023
Q3 | $758K | Buy |
1,930
+106
| +6% | +$41.6K | 0.84% | 34 |
|
|
2023
Q2 | $743K | Sell |
1,824
-88
| -5% | -$35.8K | 0.84% | 34 |
|
|
2023
Q1 | $719K | Buy |
1,912
+1
| +0.1% | +$376 | 0.77% | 35 |
|
|
2022
Q4 | $671K | Sell |
1,911
-64
| -3% | -$22.5K | 0.77% | 34 |
|
|
2022
Q3 | $649K | Buy |
1,975
+4
| +0.2% | +$1.31K | 0.3% | 57 |
|
|
2022
Q2 | $684K | Sell |
1,971
-4
| -0.2% | -$1.39K | 0.31% | 58 |
|
|
2022
Q1 | $820K | Buy |
1,975
+5
| +0.3% | +$2.08K | 0.34% | 56 |
|
|
2021
Q4 | $860K | Sell |
1,970
-63
| -3% | -$27.5K | 0.37% | 52 |
|
|
2021
Q3 | $802K | Buy |
+2,033
| New | +$802K | 0.33% | 64 |
|
|
2021
Q2 | – | Sell |
-2,472
| Closed | -$901K | – | 227 |
|
|
2021
Q1 | $901K | Sell |
2,472
-1,437
| -37% | -$524K | 0.37% | 59 |
|
|
2020
Q4 | $1.34M | Buy |
3,909
+1,061
| +37% | +$365K | 0.57% | 31 |
|
|
2020
Q3 | $876K | Sell |
2,848
-42
| -1% | -$12.9K | 0.38% | 54 |
|
|
2020
Q2 | $819K | Sell |
2,890
-1,968
| -41% | -$558K | 0.38% | 51 |
|
|
2020
Q1 | $1.15M | Buy |
4,858
+1,827
| +60% | +$432K | 0.4% | 56 |
|
|
2019
Q4 | $897K | Buy |
+3,031
| New | +$897K | 0.32% | 58 |
|